Close + NetSuite

Update records in NetSuite when new leads in smart view are detected in Close

Stay on top of your sales game with this efficient workflow. When a new lead appears in your Smart View in Close, this automation will promptly update the corresponding record in NetSuite. This ensures your client details are up-to-date, facilitating smooth sales operations and efficient contact management. Streamlining your leads management process was never this easy.

Stay on top of your sales game with this efficient workflow. When a new lead appears in your Smart View in Close, this automation will promptly update the corresponding record in NetSuite. This ensures your client details are up-to-date, facilitating smooth sales operations and efficient contact management. Streamlining your leads management process was never this easy.

  1. When this happens...
    CloseClose
    New Lead in Smart View

    Triggers when a new lead is added to a Smart View.

    TriggerPolling
  2. automatically do this!
    NetSuiteNetSuite
    Update Record

    Updates an existing record. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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netsuite logo
netsuite logo

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
Learn more

Related categories

  • CRM (Customer Relationship Management)